PA

Parallel Advisors Portfolio holdings

AUM $5.45B
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,492
New
Increased
Reduced
Closed

Top Buys

1
+$53.4M
2
+$21.6M
3
+$15.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.34M
5
AAPL icon
Apple
AAPL
+$3.82M

Top Sells

1
+$45.8M
2
+$32.9M
3
+$3.74M
4
NVDA icon
NVIDIA
NVDA
+$1.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.45M

Sector Composition

1 Technology 15.29%
2 Healthcare 8.29%
3 Financials 6.96%
4 Communication Services 4.77%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$8.43K ﹤0.01%
471
-91
2377
$8.35K ﹤0.01%
175
2378
$8.3K ﹤0.01%
+200
2379
$8.27K ﹤0.01%
153
-5
2380
$8.26K ﹤0.01%
154
+9
2381
$8.21K ﹤0.01%
134
+1
2382
$8.21K ﹤0.01%
589
+74
2383
$8.2K ﹤0.01%
650
-119
2384
$8.18K ﹤0.01%
179
2385
$8.13K ﹤0.01%
97
-201
2386
$8.12K ﹤0.01%
452
-65
2387
$8.12K ﹤0.01%
66
+44
2388
$8.12K ﹤0.01%
1,731
2389
$8.09K ﹤0.01%
466
+68
2390
$8.09K ﹤0.01%
226
2391
$8.05K ﹤0.01%
190
+3
2392
$8.04K ﹤0.01%
46
+16
2393
$8.04K ﹤0.01%
78
2394
$8.02K ﹤0.01%
604
-184
2395
$7.84K ﹤0.01%
1,165
+39
2396
$7.84K ﹤0.01%
64
-32
2397
$7.82K ﹤0.01%
450
-171
2398
$7.8K ﹤0.01%
553
+6
2399
$7.8K ﹤0.01%
4,000
-5,500
2400
$7.8K ﹤0.01%
661
94 95
96
97 98